FIXT vs IVV

AFIXT

BIVV

Measures won3–2FIXT wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.31%FIXT · $531 on $10k

Smallest drop−4.9%FIXT · worst fall in 1Y

Held in common[…]FIXT and IVV

FIXT

IVV

TCW Core Plus Bond ETF · $252MiShares Core S&P 500 ETF · $850B

+14.3%3 years · per year$14,925 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

5.31%12-mo yield$531 · $114 on $10k1.14%

−4.9%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.6%

3–2FIXT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIXT · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AFIXT	TCW Core Plus Bond ETFRead Desk		0.40%	5.31%	+0.3%	+0.1%	+0.2%	+14.3%	new	−4.9%	$252M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AFIXT	TCW Core Plus Bond ETFRead Desk		0.40%	5.31%	+0.3%	+0.1%	+0.2%	+14.3%	new	−4.9%	$252M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIXT vs IVV

FIXT

TCW Core Plus Bond

[…]

IVV

iShares Core S&P 500

$17,151

MeasureFIXTIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield5.31%1.14%

5 years, per year[…]+11.4%

3 years, per year+14.3%+22.1%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y3.9%13.6%

3–2measures won
FIXT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FIXT, IVV

Today

[…]holdings […]

FIXTIVV

FIXT—[…]

IVV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$491most kept, FIXT

FIXT$531 − $40 = $491

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee